Dan Lafferty, MBA, Cpfa
About Dan Lafferty, MBA, Cpfa
Dan Lafferty is a Relationship Manager with extensive experience in the financial services industry, currently working at The Standard since 2016. He previously held various management roles at Vanguard for 14 years and earned an MBA from St. Joseph's University.
Work at The Standard
Dan Lafferty has been employed at The Standard as a Relationship Manager since 2016. He operates in the Greater Philadelphia Area, where he focuses on managing client relationships and ensuring customer satisfaction. His role involves developing strategies to enhance client engagement and retention.
Previous Experience at Vanguard
Prior to his current position, Dan Lafferty worked at Vanguard for a total of 16 years. He held various management positions from 1987 to 2000, followed by a role as Relationship Manager from 2002 to 2016. His tenure at Vanguard provided him with extensive experience in client management and financial services.
Education and Expertise
Dan Lafferty holds a Bachelor of Arts in Business Management from Temple University, which he completed from 1985 to 1987. He furthered his education by earning a Master of Business Administration (MBA) from St. Joseph's University between 1993 and 1995. His educational background supports his expertise in business management and client relations.
Professional Background
Dan Lafferty's professional background includes over 30 years of experience in the financial services industry. His career began at Vanguard, where he progressed through various management roles before becoming a Relationship Manager. His experience encompasses both operational and client-facing responsibilities.